RWM
Revisor Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $873K | Buy |
3,709
+1,653
| +80% | +$389K | 0.32% | 68 |
|
|
2025
Q1 | $287K | Buy |
+2,056
| New | +$287K | 0.13% | 175 |
|
|
2024
Q4 | – | Sell |
-1,641
| Closed | -$280K | – | 160 |
|
|
2024
Q3 | $280K | Buy |
1,641
+47
| +3% | +$8.01K | 0.17% | 134 |
|
|
2024
Q2 | $225K | Sell |
1,594
-826
| -34% | -$117K | 0.16% | 142 |
|
|
2024
Q1 | $280K | Buy |
+2,420
| New | +$280K | 0.13% | 158 |
|